We are live on ! Find out more
RY icon

Royal Bank of Canada

506 hedge funds and large institutions have $44.9B invested in Royal Bank of Canada in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $318M | Put options by funds: $317M

0.66% less ownership

Funds ownership: 41.84%41.18% (-0.66%)

4% less capital invested

Capital invested by funds: $46.8B → $44.9B (-$1.9B)

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 178

3% less funds holding

Funds holding: 520506 (-14)

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

Holders
506
Holders Change
-14
Holders Change %
-2.69%
% of All Funds
11.58%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
1.03%
New
39
Increased
163
Reduced
178
Closed
47
Calls
$318M
Puts
$317M
Net Calls
+$699K
Net Calls Change
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
476
EARNEST Partners
Georgia
$16K
FWM
477
Focused Wealth Management
New York
$16K +$153 +2 +0.9%
MSA
478
Marino Stram & Associates
Massachusetts
$16K +$153 +2 +1%
MRCM
479
M&R Capital Management
New Jersey
$15K
VNA
480
Valley National Advisers
Pennsylvania
$15K
TFA
481
Toth Financial Advisory
Virginia
$14K
FAM
482
Fred Alger Management
New York
$14K +$7.35K +96 +110%
DBT
483
Dubuque Bank & Trust
Iowa
$13K
GEA
484
Glen Eagle Advisors
New Jersey
$12K -$16.8K -220 -58%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$12K +$77 +1 +0.6%
CCM
486
Cribstone Capital Management
Maine
$8K
CWA
487
Clarus Wealth Advisors
Arizona
$8K +$7.73K +101 New
FHA
488
Flagship Harbor Advisors
Massachusetts
$8K +$8.88K +116 New
GAM
489
Gemmer Asset Management
California
$6K -$77 -1 -1%
AC
490
Avestar Capital
New York
$6K +$1.3K +17 +20%
CAW
491
Cornerstone Advisors (Washington)
Washington
$6K +$2.45K +32 +68%
WC
492
Whitnell & Co
Illinois
$5K
IAS
493
IMA Advisory Services
Colorado
$5K +$4.9K +64 New
C
494
Cerebellum
California
$4K -$59.9K -782 -94%
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.07K +27 +150%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$2.03K
HMS
497
Hanseatic Management Services
New Mexico
$2K
TWA
498
TCI Wealth Advisors
Arizona
$2K
AF
499
Allworth Financial
California
$2K +$1.91K +25 New
RIA
500
RPG Investment Advisory
California
$1K

RY Hedge Fund Activity: Q2 2018 in Review

506 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q2 2018, worth a combined $44.9B — down 4.1% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of RY and 39 opened new positions — a net loss of 8 holders — while 178 trimmed existing stakes and 163 added.

The largest buyer was Fidelity International, adding an estimated $1.57B. The largest seller was Fidelity Investments, cutting an estimated $1.77B.

  • 506 institutional investors held Royal Bank of Canada (RY) as of Q2 2018, down from 520 in Q1 2018.
  • Funds reported $44.9B of Royal Bank of Canada stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 39 funds opened new Royal Bank of Canada positions in Q2 2018 and 47 closed out, a net change of -8 holders.
  • The largest Royal Bank of Canada buyer in Q2 2018 was Fidelity International, an estimated $1.57B added.
  • The largest Royal Bank of Canada seller in Q2 2018 was Fidelity Investments, an estimated $1.77B sold.

Based on aggregated 13F filings for Q2 2018.